Aspen Capital Management, LLC Purchases in Q3 2025

Aspen Capital Management, LLC

  • $392 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
99.4K
+ 4.71%
$30.76 - $33.01 $3.06M - $3.28M
2.21M $72.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
75.2K
+ 6.15%
$36.04 - $38.78 $2.71M - $2.92M
1.3M $50.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.9K
+ 6.75%
$100.37 - $100.74 $4.31M - $4.32M
679K $68.3B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
41.4K
+ 8.91%
$29.55 - $32.52 $1.22M - $1.35M
506K $16.2B
Dimensional ETF Trust
16.8K
+ 19.96%
N/A
101K $7.26B
AAPL
Apple Inc.

Technology
284
+ 1.29%
$202.38 - $256.87 $57.5K - $73K
22.3K $5.68B
Dimensional ETF Trust
26.5K
+ 5.6%
N/A
500K $13.7B
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.2K
+ 2.84%
$29.2 - $32.74 $210K - $236K
261K $8.3B
DFSU
Dimensional ETF Tr Dimen Us Su
5.73K
+ 5.16%
N/A
117K $4.96B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.97K
+ 0.87%
$41.8 - $43.15 $249K - $257K
689K $29.5B
MSFT
Microsoft Corp

Technology
323
+ 4.16%
$491.09 - $535.64 $159K - $173K
8.1K $4.19B
DFSI
Dimensional ETF Tr Dimen Intl
3.46K
+ 4.22%
N/A
85.3K $3.49B
Dimensional ETF Trust
2.83K
+ 21.26%
N/A
16.2K $1.16B
GOOGL
Alphabet Inc.

Communication Services
226
+ 7.94%
$174.36 - $254.72 $39.4K - $57.6K
3.07K $747M
AXP
American Express CO

Financial Services
737
New
$294.27 - $342.31 $217K - $252K
737 $245M
Blackrock Inc
206
New
N/A
206 $240M
AVEM
American Centy ETF Tr Avantis

ETFs
2.91K
New
$68.33 - $75.41 $199K - $219K
2.91K $219M
FYX
First Tr Small Cap Core Alphad

ETFs
1.97K
New
$96.35 - $111.0 $190K - $219K
1.97K $215M
JPM
Jpmorgan Chase & CO

Financial Services
330
+ 7.65%
$282.78 - $316.06 $93.3K - $104K
4.65K $1.47B
MU
Micron Technology Inc

Technology
1.24K
New
$104.88 - $168.89 $130K - $210K
1.24K $208M
CGUS
Capital Group Core Equity ETF
5.21K
New
$36.89 - $39.72 $192K - $207K
5.21K $206M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.7K
New
$108.08 - $121.73 $184K - $207K
1.7K $205M
MRK
Merck & Co., Inc.

Healthcare
2.41K
New
$77.6 - $87.37 $187K - $211K
2.41K $202M
AVGO
Broadcom Inc.

Technology
612
New
$264.74 - $369.57 $162K - $226K
612 $202M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.58K
New
$40.2 - $44.58 $184K - $204K
4.58K $201M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$303.93 - $329.86 $304 - $330
4.23K $1.39B
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$128.41 - $138.03 $128 - $138
7.96K $1.1B
VTV
Vanguard Value ETF

ETFs
22
+ 0.33%
$175.51 - $186.57 $3.86K - $4.1K
6.68K $1.25B
DFSE
Dimensional ETF Tr Dimen Emrgn
324
+ 1.77%
N/A
18.6K $763M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.23%
$109.47 - $119.06 $985 - $1.07K
3.93K $466M
META
Meta Platforms, Inc.

Communication Services
38
+ 12.1%
$695.21 - $791.73 $26.4K - $30.1K
352 $259M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16
+ 0.17%
$23.82 - $25.84 $381 - $413
9.69K $249M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
114
+ 0.94%
$21.69 - $23.34 $2.47K - $2.66K
12.2K $284M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.08%
$62.09 - $66.51 $186 - $200
3.58K $234M
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 5.7%
$915.95 - $994.57 $25.6K - $27.8K
519 $480M
Activity Summary
Buys All Purchases 36 New Holdings 10 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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